Skip to main content

I have a base to coordinate internally the progress of construction projects within our company,


Here is how i have it set up


My base consists of multiple tables, here’s a few of them


Table 1 is a list of projects

Table 2 is part 1 of the construction process which has multiple phases

Table 3 is part 2 of the process

Table 4 Track the bidding process

Table 5 Tracks the billing progress


in Table 2,3,4,5 the main column is a formula which copies the date from column 2 which is a linked column to the projects table



Every time a new project gets added to the Project list, i need to create a new record in the other tables so our team can start adding data and track the project, so far i’m doing this manually and i’m looking for a way to automate the process.

The creation of new linked records can be done in a variety of ways:




  • Third party integration with Zapier, Integromat, On2Air actions, or similar.




  • Airtable’s native automation actions.




  • A scripting block script, possibly in conjunction with a button field.




Which method you choose depends on



  • your interest in writing code vs. building an integration

  • your interest in setting it up yourself versus hiring someone to setup the system for you

  • how you feel about using and paying for 3rd party integrations

  • whether or not you have a Pro subscription (required for native Airtable methods)

The creation of new linked records can be done in a variety of ways:




  • Third party integration with Zapier, Integromat, On2Air actions, or similar.




  • Airtable’s native automation actions.




  • A scripting block script, possibly in conjunction with a button field.




Which method you choose depends on



  • your interest in writing code vs. building an integration

  • your interest in setting it up yourself versus hiring someone to setup the system for you

  • how you feel about using and paying for 3rd party integrations

  • whether or not you have a Pro subscription (required for native Airtable methods)


Thanks for responding to my question


i do have the pro version of Airtable, i created an automation, but i think i did it wrong. Airtable is creating just a blank record in the second table instead of creating a Linked record.


i prefer doing it myself via Zapier or Airtable cuz i want to improve my Automation skills

Reply


Terms & Conditions